Home Credit Staff

Name: Home Credit Staff

Client: Home Credit

Agency: Heads and Hands

Service: DESIGN

Team:Ilya Burakov,Denis Kabanov,Kirill Tsyganyuk

Home Credit Staff is a corporate service built to ease the inside audit and solve the mid-level managers organization problems. We have designed an application allowing to reduce the time consumption for worktime planning, accounting and KPI gathering for high-level managers.

Problems

Technology has become a part and parcel of social life nowadays. Especially mobile applications take huge place in our life because they make things around us more comfortable, the work more effective and communication more accessible. However, in large companies, the process of implementing the latest technologies is associated with an enormous time-consuming. Change of infrastructure, technological process and this large-scale organisation is extremely difficult, and sometimes impossible, so even the partial use of the latest technologies can be considered as a significant achievement in the field of innovation.

Problem 01

Planning and task management

Problem 02

PoS Audit

Problem 03

Employee efficiency evaluation

PERSONS

After reviewing the organizational structure of the bank's departments, we have identified a number of employees whose work can be optimized with the help of a mobile application. This allowed us to take into account their duties, needs and requirements already at the stage of designing the interface.

Execution

Auditor

Appointment

Manager

Development

Top manager

Solution

Exclusively for Home Credit Bank we have developed a mobile application that allows to reduce the time spent on repetitive tasks, thus workflow efficiency increases in many times. Home Credit Staff mobile app includes:

Employee’s task tracker with check-lists to describe the sub-tasks;

Employee’s calendar plan with their assigned tasks;

Staff handbook with detailed statistics on the key performance indicators;

Tool for automated statistics gathering and drawing up reports on the results of the work;

Map with outlets with the possibility of creating the routes;

Instructions about application functionality (FAQ).

USER STORIES

When designing the interface, we have studied the specifics of the bank's internal processes: institutions audit, setting objectives, monitoring their implementation, strategic planning, evaluation of the workflow effectiveness. We have created the interface in the most (approximate/close) to the real needs of the bank's employees way.

Planning

Task distribution during the weeek

Execution

Points audit and office tasks

Accounting

Reports and statistics studying

PROTOTYPING

After the approval of the user scenarios, we started prototyping the interface. Based on the data obtained, we have placed the items on the screens, defined their size and developed a visual representation. Besides, at this stage we have described the transitions animation and other interactions.

VISUAL DESIGN

Finishing the UX interaction developing, we moved to working on visual conception that would reflect the image, style and character of the app. Needless to say we focused on expectations and requirements of the target audience. We tried to compose the application the way that would find positive response from users with every launch.

Colors

Colors were chosen to indicate and highlight the most important elements of the interface, clearly display the conditions and possible ways of interaction, at the same time keeping the corporate Home Credit style.

Main screen

The main application screen ("Objectives") contains the following blocks: navbar with the button to access the menu and the button to add a new task; the calendar; hourly schedule of the tasks for the selected day. By default, the calendar reflects the current week. By tap it unfolds and lets you choose an arbitrary workday. Task card contains a brief description of the problem, the approximate time of accomplishment, label and performance status.

01. Splashscreen

02. Task

03. Schedule

04. Navigation menu

Plan

On the ”Plan for the week" screen there is a slider with a choice of the working weeks, a detailed tasks schedule for the selected day and a button to transfer a task to the schedule. Each card has a description of the problem and the implementation period. An active task is highlighted. Switching the days of the week is possible by pressing the arrow on the right side of the card. Moving tasks of the selected day to the current schedule happens by pressing the button at the bottom of the screen.

05. Daily schedule

06. Element selection

07. Moving the task

08. Weekly schedule

TASK TYPES

Tasks for employees are divided on three types: field, office and other tasks, depending on a place of execution. Each type is marked with it's own color for visual perception easement.

01

Office task

02

Field task

03

Other tasks

Office task

After the transfer of the task involved participants from the address book can be added to the task, and leave a comment on the process of implementation. For an outside task, address of an outlet must be added (or choosen from the existing list or on a map).

By clicking on the button "Start" transition to the screen task performance occurs: the status of the task is changing, the activation timer turns on, and two status buttons appear.

09. Task screen

10. Task appointment

11. Participants list

12. Task view

Task statuses

Statuses display the current state of the task. For each status there is an icon, additionally articulated with color.

Planned

In process

Complete

Not complete

Field task

Transition to the task addition screen is possible from the main screen. During task creation process user needs to choose type, date and duration of the task. After adding the task, confirmation popup with information summary appears. Added tasks are open for editing.

13. Task in progress

14. Task comment

15. Addresses list

16. Addresses on the map

Checklists logics

The checklists are a sets of questions which help to improve audit and quality control. The screen appears to be a schedule of planned and past inspections. Switching between the modes is available via top-bar.

Checklist

Planned checklist screen contains a "Start checklist" button, which starts the timer. During completion of the checklist employee choses existing option or types in an answer.

17. Checklists

18. Checklists preparation

19. Checklist condition

20. Checklist view

Statistics

Statistics screen contains information about the number, type and time distribution of employee tasks. Stats may be displayed in two modes: monthly and weekly reports. Switching between modes is avalable with top-bar.

All tasks

Officetasks

Fieldtasks

Otheractivity

Employee's handbook

Employees handbook is presented as a list of cards with search function. Each card contains a name, surname and position of the employee. Tapping on the card transfers transfers the user to employee profile.

21. Employees list

22. Employee profile

23. Completed tasks

24. Current tasks

Outlets handbook

Outlets handbook is also presented as a list of cards with the ability to search and add an outlet. When adding a new location it’s needed to specify the name, address and assign a responsible manager. The card displays the name and address of an outlet.